EDC vs. Lob

It is great for low-cost, high-volume mail campaigns for our agents. The price is very reasonable, and they can send out a lot. Once the design is approved and they send a list, we handle it, then Lob. When we have agents who want to handwrite the addresses, we choose someone else (a local print shop) to print and send them to our agents.

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• Address Verification and NCOA Cleaning
• Autocomplete for our forms that allow a user to SKIP typing
• Printing and mailing documents automatically over API

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• An automatically scheduled data export would be nice.
• Functions such as adding or editing bank accounts, updating check details, and querying data require knowledge of the specific code and API infrastructure. It would be nice to do these things without being an engineer trained in their specific interface language.
• They reduced their retention period on their interface to like 3 months, which is not ideal.

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will continue to use for specific mailing requirements

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Overall, Lob performs well for standard mailing needs and has helped streamline day-to-day processes. However, there are unique situations in the insurance industry that may require additional flexibility or capacity beyond their current model. Automation of certain state-required letters or follow-ups is something we wish we could perform.

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i never witnessed a problem with lob

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perfect except from a minor tracking options missed

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good support, not many examples I can think of

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didn't participate but as for my information it was smooth

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Root keeps Lob because it is already deeply integrated into our systems, and replacing it would require significant engineering effort with limited expected cost savings. As well as the unknowns that come with other options, switching vendors would likely require a significant multi-quarter effort without clear cost savings or efficiency gains.

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it can be better because the volume pricing method doesn't benefit the clients much but lob itself

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it will scale very well if its for saas companies

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decent overall

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• The hard part is that the agents mostly see the returns over us, so I don't know the specific numbers.
• Some agents have great responses; others not as much. Or they get 75% of their mailers returned, and we don't know why.

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Invited by TrustRadius (TR) on Vendor's Behalf

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info